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Free webinar: How to successfully communicate increases or changes to your fee structure
There are many reasons why financial advisers and planners might need to change their proposition, amend charging structures or increase fees. However, successfully implementing and communicating such changes can be challenging.

Over the years we’ve helped many advisers and planners:

• Rebuild propositions
• Make changes/increases to fees
• Successfully communicate changes to existing clients

So, we want to share some of our experiences.

WHAT WILL YOU LEARN?

On the webinar we’ll:

• Give you confidence in the value you’re delivering (this is often a barrier to successfully implementing change)
• Show how we’ve helped firms rebuilt their propositions and pricing structures
• Reveal how to communicate fee increases to clients
• Walk you through a real-life case study where we helped one firm communicate justifiable fee increases to over 100 clients without losing any relationships
• Explain how to put your fees in context by comparing them to your peers
• Give you strategies for coping with queries and objections
• Help you to demonstrate the ongoing value of financial planning to your existing clients
• Discuss the advantages and disadvantages of online fee disclosure

Attendees will receive templates letters and access to our fee research to use with their clients.

WHO SHOULD ATTEND?

This webinar is open to all, including:

• Financial advisers and planners
• Business owners
• Practice managers
• Paraplanners

In fact, anyone who is involved with building propositions within a financial advice or planning business will benefit from this webinar.

WHEN?

10.00 am Wednesday 3rd February 2021.

HOW MUCH?

We’re committed to supporting the financial planning profession so there will be no charge for attending this webinar.

HOW TO BOOK?

Complete your details below and we’ll send you a personalised link to the webinar.

Feb 3, 2021 10:00 AM in London

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Speakers

Phil Bray
Founder & Director @The Yardstick Agency
Phil has worked in financial services for over 20 years. He started at the coal face as a financial adviser before moving into marketing. He was head of marketing at a financial planning practice and network before setting up The Yardstick Agency in 2017. Phil had three aims when setting up The Yardstick Agency; to help more consumers connect with financial advisers and planners, to help advisers and planners market themselves more effectively and to provide jobs in Nottingham. The Yardstick Agency is now the highest-rated agency specialising in financial services and has a team of 29 people providing marketing strategy, websites, branding and design services, blogs, newsletters and inbound marketing to its clients.